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← Customer Feedback for Redtail Technology

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5 results found

  1. Adding Additional Roles

    225 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous commented  · 

    PLEASE consider! We use roles rather than user names...we'd like to have an Operations Manager or Operations role and a Marketing role. Love the idea of CSA 1 or CSA 2, also

  2. attach activity to workflow

    61 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  3. Effective and Renewal dates should show on the Account list / overview page

    27 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 

  4. Portfolio Reporting

    297 votes
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    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anonymous supported this idea  · 

  5. Renewal Calendar Reminder

    60 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Received  ·  Redtail Development Team responded

    Redtail has read this suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

    Anonymous supported this idea  · 

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